Account Relationship Specialist

2 days ago


Burlington, Massachusetts, United States DCU Inc. Full time

We are seeking a talented Account Relationship Specialist to join our team at DCU Inc. in Burlington, Massachusetts. As an Account Relationship Specialist, you will be responsible for building strong relationships with our members, understanding their financial needs, and providing them with exceptional service.

About the Role:

This is a full-time onsite position that requires 38.5 hours of work per week. You will work closely with our members to understand their financial needs and provide them with personalized solutions. Your excellent communication and interpersonal skills will enable you to build strong relationships with our members and colleagues alike.

Key Responsibilities:

  • Identify the financial needs of new and existing members by building rapport and establishing strong business relationships; educate and cross-sell appropriate products and services, make qualified referrals, and achieve assigned sales goals.
  • Understand and explain all DCU products and services. Open new memberships, accounts, and loans utilizing established guidelines and self-service options and conduct Notary Public services.
  • Utilize established guidelines to obtain Lending Authority, process loan requests, confirm all conditions have been met, and verify the integrity of the documents prior to conducting loan closings.
  • Accurately process teller transactions, assist with end-of-day balancing, Instant Issuance, and ATM balancing.
  • Conducts audits of all membership applications, account maintenance forms, new account applications, and completed loan files.
  • Adhere to all DCU policies and procedures, which include security compliance and following guidelines intended to limit risk exposure to fraud and losses.
  • May be asked to provide coverage in other DCU areas such as other branches, the Information Center, or support departments.
  • Continuously identify and submit efficiency and process improvement ideas.
  • Perform other job-related duties as assigned.

About Us:

DCU Inc. is the largest credit union headquartered in New England, serving over one million members in all 50 states. We strive to make DCU a great place to work with an excellent work-life balance and a community that cares.

Requirements:

  • Bachelor's degree in a related field or equivalent experience.
  • 1-3 years of related experience.
  • Excellent verbal communication skills.
  • Technical skills (Word, Excel, Email).
  • Bilingual skills a plus.

The estimated salary for this position is $45,000-$55,000 per year, depending on experience.



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